In this release note, you'll find out what's new in this version, what's in it for you and how to implement it.
What is a Frisbii Release Note?
A release note covers all the new features present in a new version of Frisbii: functionalities, bug fixes, improvements to the user experience and updates to our knowledge base.
This release note is intended for all users of the Frisbii application and, more specifically, for administrators of the Salesforce org on which it is installed.
We update our release notes as soon as possible, after each new version of the Frisbii application. Our Release Notes provide brief descriptions of the improvements and new features we've introduced.
How is the update performed?
The new version is available on request. If you are interested in this new version, please open a request on our support community (see Creating a request) asking for the update.
To ensure that the update runs smoothly :
Check the impact of the change by reading this article: Feature lists by version compared with your current version,
Test your environment following the Frisbii update.
Flagship features
Here are the major new features you'll find in Summer '22.
Stripe Credit card integration
For whom
For all Frisbii Finance or Administrator users.
Why
The new Stripe Credit card payment method allows you to add a payment link to your invoice template, so that your customers can pay with their credit card.
This will make the checkout process easier for you and your customers, and reduce missed payments.
How to
Stripe integration requires installation of the FrisbiiAPI extension package and a few additional steps, which are described in this installation guide. Next, the payment method list will include the new Stripe Credit card value.
Depending on the configuration of your current invoice template, you can choose how you wish to integrate payment links into your PDF invoice templates.
This user guide is available for training Frisbii users.
Changes in billing adjustments
For whom
For all Frisbii Finance or Administrator users.
Why
Since the feature was introduced in Spring '20, we've had a number of requests for improvements from customers with different situations in which to use accrual. This version includes the desired fixes and improvements listed here: Subscriptions - Regularization improvements since Summer '22.
How
Following the update, you don't need to activate any additional options to benefit from these enhancements.
Fixes and improvements
PDF export
| Mass export PDFs We've changed the way ZIP files are downloaded. Initially a link was generated to download the files, but when it contained too many invoices, the link wasn't whole, it was trimmed. From now on, a hypertext link will generate the ZIP file. |
Search field |
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Deactivate criteria filter on accounting data There was a criterion filter on the Billing Contact field that prevented users from selecting a contact that was not associated with the same account as the accounting data. This filter was too restrictive and has been replaced by a validation rule on the Accounting data object, which can be activated according to your needs. |
Send invoices by email
| Improvements to the LWC page Use the Send invoice by e-mail button on the Invoice object to access the Send e-mail page. Now you can easily change the sender (to choose a Salesforce user):
and below you can see the attached file:
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Account management
Use of personal accounts in invoices You can now use a personal account as an account and/or contact in an invoice, and you will no longer receive an error message when creating or issuing the invoice. Personal accounts are hybrids between accounts and contacts, which posed a problem when saving to recognize the record as a contact or an account. |
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Calculation changes
| Precise field calculation evolution From now on, the calculation of accurate fields to 4 decimal places available on invoice lines and the invoice are totally independent of non-accurate fields. Two new fields are available on the invoice line: "Precise VAT amount" and "Precise discount amount". Precise calculations require 4 decimal places on your PDFs. |
MRR available in amount before tax Monthly Recurring Revenue (MRR) is now calculated on the amount of the subscription item excluding VAT. You'll find this field on each Subscription item, as well as on the Subscription and in your reports. |
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Other Summer '22 corrections:
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